Calculates the consistent variance estimator (\(\hat{V}_{LM}\)) for the Lagrange Multiplier (LM) test statistic using the "Leave-Three-Out" (L3O) adjustment.

L3Ovar_iloop_cov(X, e, P, G, noisy = FALSE)

Arguments

X

Numeric vector of length n. The endogenous variable.

e

Numeric vector of length n. Residuals under the null hypothesis (\(e = Y - X\beta_0\)).

P

Matrix of dimension n x n. Projection matrix of the instruments (and potentially covariates). Corresponds to matrix \(P\) or \(H_Q\) in the paper.

G

Matrix of dimension n x n. Weighting matrix used in the JIVE/UJIVE estimator. For standard JIVE, G is equal to P. For UJIVE with covariates, G is the adjusted matrix defined in Section 3.1.

noisy

Logical. If TRUE, print progress dots during the loop. Defaults to FALSE.

Value

Scalar. The estimated variance \(\hat{V}_{LM}\).

Details

This variance estimator is robust to both many weak instruments and heterogeneous treatment effects. It corrects for biases in variance estimation that arise when reduced-form coefficients are not consistently estimable.

The function computes the variance estimator defined in Equation (9) of Yap (2025): $$\hat{V}_{LM} = A_1 + A_2 + A_3 + A_4 + A_5$$

It iterates through each observation \(i\) to compute the necessary adjustments (Leave-Three-Out determinants \(D_{ijk}\)) and aggregates the components using optimized matrix operations to handle the double sums over \(j\) and \(k\).

Specifically:

  • A1, A2, A3 capture the core variance components involving interactions between the instruments, endogenous variable, and residuals.

  • A4, A5 are correction terms that account for the variability from estimating the reduced-form coefficients (which cannot be treated as fixed in the many-instrument setting).

The calculation relies on determinants \(D_{ij}\) and \(D_{ijk}\) derived from the annihilator matrix \(M = I - P\) to ensure the estimator is unbiased.

References

Yap, L. (2025). "Inference with Many Weak Instruments and Heterogeneity".